Software stocks are getting dumped as investors price in a world where AI could replace software services. Why it matters: ...

SaaS stocks have plunged on AI fears.

Anthropic’s Claude Cowork, Stagwell’s ‘The Machine’ and even Moltbolt prove that in an AI-abundant world, value no longer comes from features. It comes from frameworks.

Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...

Companies must consider the cost of software upgrades. Not keeping up can hit your bottom line, hinder productivity and make a business less competitive.

At the center of most modern software businesses is the subscription model. Software-as-a-Service has become the dominant approach because it provides stability and predictability. Instead of relying ...

Software stocks hit the skids today. The rout underscores how fast Wall Street’s enthusiasm for the sector has evaporated in ...

Artificial intelligence (AI) is dramatically transforming nearly every industry, and software engineering is no exception. From automating repetitive tasks to solving complex problems, AI is ...

Andrej Karpathy discusses the transformative changes in software development driven by large language models (LLMs) and artificial intelligence, comparing the current era to the early days of ...